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dev:browser_staff:patron_editor_reqs

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dev:browser_staff:patron_editor_reqs [2015/04/13 18:58] klussierdev:browser_staff:patron_editor_reqs [2022/02/10 13:34] (current) – external edit 127.0.0.1
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-===== Re-write Patron Editor in AngularJS (DRAFT) =====+===== Re-write Patron Editor in AngularJS  =====
  
  
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     - Users should be able to tab to the Save button from the last field in the form.     - Users should be able to tab to the Save button from the last field in the form.
     - A keyboard shortcut should also be available to save the form.     - A keyboard shortcut should also be available to save the form.
-  - Example text should be provided for the following fields: date of birth, email address, all phone fields, and postal code. The default example text should honor the regexes supplied in the corresponding organizational unit settings or, in the case of date of birth, the format supplied in the Format dates with this pattern organizational unit settingIf no date format is supplied, the default example text should follow existing practice for setting the default (appears to be the default format set for the locale). All other example text blocks should not display if no regex is supplied.+  - Surveys configured for the workstation OU should display as they currently display in the XUL client. 
 +  - Example text should be provided for the following fields: date of birth, email address, all phone fields, and postal code. he default example text should honor the text supplied in the corresponding organizational unit settings or, in the case of date of birth, the format supplied in the Format dates with this pattern organizational unit setting If no date format is supplied, the default example text should follow existing practice for setting the default (appears to be the default format set for the locale). All other example text blocks should not display if no regex is supplied.
   - The user should NOT be able to change the barcode field directly. Instead, there should be a separate option the user must explicitly choose that allows the user to update the barcode.   - The user should NOT be able to change the barcode field directly. Instead, there should be a separate option the user must explicitly choose that allows the user to update the barcode.
     - When the barcode is updated, the old barcode should be set to inactive and not primary, and the new barcode set to active and primary.     - When the barcode is updated, the old barcode should be set to inactive and not primary, and the new barcode set to active and primary.
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       - add a message to the patron record with an invalid email or invalid phone alert.       - add a message to the patron record with an invalid email or invalid phone alert.
     - Adding a new email address or phone number to these patron records should clear the message from the record.     - Adding a new email address or phone number to these patron records should clear the message from the record.
-   - An option should be available to add a secondary permission group to the user account. This option should only be available when editing existing user accounts.+   - An option should be available to add a secondary permission group to the user account. At a minimum, Tthis option should only be available when editing existing user accounts.
    - The interface should allow users to apply user statistical categories that have been configured for the workstation OU or a parent of the workstation OU.    - The interface should allow users to apply user statistical categories that have been configured for the workstation OU or a parent of the workstation OU.
 +   - Any field documentation configured for the workstation OU should display as a hovertip for the corresponding field label. 
    - The system should continue to identify possible duplicate patrons and display an alert if potential matches are found. The alert should provide a link allowing staff to open up a search results screen that retrieves potential matches. The system could continue to  use the same logic as is currently used to identify potential duplicates, using the following fields as match points:    - The system should continue to identify possible duplicate patrons and display an alert if potential matches are found. The alert should provide a link allowing staff to open up a search results screen that retrieves potential matches. The system could continue to  use the same logic as is currently used to identify potential duplicates, using the following fields as match points:
      - First and Last Name      - First and Last Name
dev/browser_staff/patron_editor_reqs.1428965902.txt.gz · Last modified: 2022/02/10 13:34 (external edit)

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